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Jake Bergenfeld
Executive Corporate Strategy & Business Transformation leader in Wealth Management
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About
Corporate strategy / M&A professional with experience acting as a chief-of-staff-style associate to multiple managing directors at Focus Financial Partners while running parallel M&A, enterprise vendor negotiations, and infrastructure strategy work. At BNY, led strategic growth initiatives around fintech partnerships (TAM + financial modeling) and supported a confidential divestiture using rigorous information-control processes.
Experience
Education
Key Strengths
- Managed multiple concurrent cross-functional initiatives with structured executive alignment cadence
- Built and enforced a standardized file structure improving document retrieval and reuse across projects
- Balanced strategic planning with operational execution via time-blocking and workstream planning (Gantt-style breakdown)
- Developed partnership-driven growth strategy including TAM analysis and financial modeling
- Strong cross-functional coordination across product, legal, compliance, and technology to unblock progress
- Handled highly sensitive divestiture work using strict confidentiality controls (external data rooms, code names)
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